Tag: SALT limitations

New CLE for Trustees to Help Avoid Trust Tax Problems

Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.